It's a little more nuanced than that. If you didn't happen to be an expert on both robots and restaurants (as you can imagine, this is an extremely niche group) you would actually think it is an innovative solution. In fact, before the Vision Fund even existed, I was surprised how many investors were looking into this exact space (food trucks for pizza that cook the food during delivery). However, once you dig into the details, it quickly unravels into another valuation-inflating scheme for Softbank.